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St James Place 2018 Fund Review

St James Place 2018 Fund Review

Our 2018 review identified 87% of SJP funds ranked in the worst 25% of performers. Despite poor performance, high charges, industry wide criticism, and receiving the most consumer complaints to the ombudsman, their aggressive business model has further increased their market share.

St James Place 2018 Fund Review
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ANALYSIS INCLUDES
  • The performance rating for each SJP fund (1-5 star)
  • The growth of each SJP fund along with their sector ranking (1,3 & 5 yrs)
  • Comprehensive performance analysis for 160 St James's Place funds

St James’s Place Investment Portfolios Reviewed

In this report, we focus on the performance of St James's Place Investment Portfolios. We identify the growth of each model portfolio over the recent 1, 3 & 5 years including the performance of each portfolios underlying funds. This review identifies how the growth returned by some SJP portfolios falls below the fees they charge!

St James’s Place Investment Portfolios Reviewed
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REPORT INCLUDES
  • Full performance analysis for 9 SJP unit trust/ISA model portfolios
  • The 1, 3 & 5-year growth for each portfolio and their underlying funds
  • A full analysis which will help you identify the quality of SJPs portfolios 

 

St James’s Place Investment Portfolios Reviewed
St James Place Charges

The Real Cost of Investing With St. James's Place

In this feature, we provide transparency and clarity in regards to SJP's charging structure. With their charges frequently exceeding 7% in the first year we identify the total costs and fees they levy on their clients for each of their unit trust/ISA funds and all 9 of their model portfolios. 

St James Place Charges
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REVIEWS INCLUDE
  • The initial and ongoing charges for all SJP unit trust/ISA funds
  • The full cost of investing in one of their 9 unit trust/ISA portfolios
  • A full analysis of their charges and how it can impact their clients 

St James Place Review 2017

In this SJP funds review, we provide an independent analysis of their range of unit trust / ISA funds, Life funds, Pension funds and Offshore funds. We detail the 1, 3 & 5-year growth and sector ranking of each fund and provide a performance rating based on how each fund consistently performed in the 5-year period up to 11th May 2017.

SJP Fund Review 2017
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REPORT FINDINGS
  • 83% of SJP funds ranked within the bottom 50% in their sector for performance during the recent 5 years.
  • The SJP Multi-Asset Fund returned growth of 2.38% since launch, yet its initial charge is 5%
  • Only 5.6% of their funds consistently maintained 1, 3 & 5 yr top quartile performance in their sector 
SJP Fund Review 2017
Analyse your SJP portfolio

Get a Free analysis on your St James’s Place Portfolio

Submit your portfolio for a complimentary analysis. Our new business team will analyse each fund you invest in, and identify how they rank for performance alongside all other competing same sector funds. Get a comprehensive quality review of your overall portfolio. It all starts here, and it all starts free.

Analyse your SJP portfolio
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ANALYSIS INCLUDES
  • Detailed Fund rating (1-5 star)
  • Overall Portfolio Analysis (1,3 & 5 yrs)
  • Top Portfolio Comparison

Yodelar Investor Magazine

Access fund manager reviews and fund manager league tables, best performing fund reports, top portfolio reports, and much more each month as part of the Yodelar Subscription. Subscribe today and get instant access to all for £1.

Yodelar Investor Magazine
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INCLUDES
  • Fund manager league tables & fund manager reviews
  • Fund performance tables on all funds
  • 1-5 star performance rating applied to each fund according to sector
Yodelar Investor Magazine
Top Performing Portfolios

Compare Your SJP Portfolio To A Top Performing Portfolio

Access 6 risk-based portfolios researched and developed by our in-house research team. Includes hand-picked funds that have consistently outperformed all other same sector funds.

Top Performing Portfolios
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PORTFOLIO REPORT INCLUDES
  • 6 portfolio’s for different risk profiles
  • Exact fund names and percentage invested in each
  • The growth of each portfolio over 1, 3 & 5 yrs